QuickBooks Online: Working with : Line Items

Workato allows you to dynamically set up data mappings for your lists' data. This way, the recipe will loop through each of your list items' data, and places as line items accordingly.

Line Source List

The Line source list field expects an Array. An array is a data pill that contains one or more records of the same object.

An array is represented by the four lines symbol:

Below it are the data fields that this object has. In example of the screenshots, Account ID, Amount, Campaign ID and the rest below it are the data fields that belonged to the Opportunity product, and Opportunities refer to a list of Opportunity objects.

By placing Opportunities Data pill in the Line source list, all records of Opportunities will be mapped over by running through the list of records.

Data mapping with Line Source List

Note that if you wish to map data values that are coming from the source list, make sure that you use data pills from there itself

For example, the screenshot shows data mapping for creating an invoice in QuickBooks. In the Line source list, the Opportunities List Item is inserted.

Now, the recipe has access to each Opportunity record's data. For each of the records in the list item, each of its QuickBooks counterpart fields will need a value. This is where you should put data pills that are coming from the List item itself.

Translating the screenshot : For each of the line items in Opportunities Line items, we create a line item in QuickBooks invoice that tallies its amount with the Opportunity's Amount.